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Bryan Andrew Peebles

Investment adviser representative at Wellth Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Wellth Advisory Services, LLCJun 2024 to now
  2. Global Retirement Partners, LLCDec 2019 to Jun 2024
  3. Argi Investment ServicesJul 2015 to Dec 2019
  4. Kentucky Air National GuardJan 2007 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (KY).

Wellth Advisory Services, LLC

$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5801658
Firm CRD
330537
Advisor's SEC record (opens in a new tab)
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